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GD

Grandfield & Dodd Portfolio holdings

AUM $1.77B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.24M
3
+$1.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$705K

Top Sells

1
+$2.84M
2
+$2.37M
3
+$2.35M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Technology 29.68%
2 Industrials 19.24%
3 Healthcare 14.69%
4 Financials 9.24%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.08%
3,088
102
$1.32M 0.08%
5,707
103
$1.2M 0.07%
39,133
+630
104
$1.18M 0.07%
50,104
105
$1.15M 0.07%
2,579
-57
106
$1.14M 0.06%
3,343
-60
107
$1.12M 0.06%
27,001
+600
108
$1.11M 0.06%
6,865
-46
109
$1.05M 0.06%
2,799
-75
110
$1.04M 0.06%
3,424
-87
111
$1.03M 0.06%
18,967
+217
112
$1.02M 0.06%
8,430
113
$1M 0.06%
4,248
-26
114
$877K 0.05%
50,790
+2,085
115
$812K 0.05%
4,280
-14
116
$796K 0.05%
6,398
-87
117
$790K 0.04%
3,045
118
$775K 0.04%
10,556
+320
119
$742K 0.04%
7,202
+200
120
$725K 0.04%
8,255
121
$701K 0.04%
11,824
122
$697K 0.04%
6,465
123
$680K 0.04%
11,350
-820
124
$661K 0.04%
2,599
+150
125
$656K 0.04%
5,470
-950
3 4
5
6 7